EH
BN icon

Equitable Holdings’s Brookfield BN Stock Holding History

Equitable Holdings’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$406K Buy
+9,531
New +$426K ﹤0.01% 1414
2026
Q1 		– Sell
-5,686
Closed -$261K – 1698
2025
Q4 		$261K Buy
+5,686
New +$259K ﹤0.01% 1384

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Equitable Holdings's BN Position: Q2 2026 in Review

Equitable Holdings opened a new position in Brookfield (BN) in Q2 2026: 9,531 shares worth $406K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in BN as recently as Q4 2025.

Equitable Holdings first reported a position in BN in Q4 2025 and has held it in 2 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Equitable Holdings held 9,531 shares of Brookfield worth $406K as of Q2 2026.
  • Brookfield was a new Equitable Holdings position in Q2 2026.
  • Brookfield made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1414 holding.
  • Equitable Holdings first reported a position in Brookfield in Q4 2025 and has held it in 2 quarters since.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.